Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option

(Erstwhile Canara Robeco F.O.R.C.E Fund - Regular Plan - Growth Option)
Fund House: Canara Robeco Mutual Fund
Category: Equity: Thematic-Consumption
Launch Date: 14-09-2009
Asset Class: Equity
Benchmark: S&P BSE 100 TRI
TER: 2.12% As on (31-05-2024)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 1,486.28 Cr As on (31-05-2024)
Turn over: 40% | Exit Load: Exit load of 1% if redeemed within 1 year

104.08

17.18%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 50 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
4 Years 9 Months
8 Years 11 Months
11 Years 3 Months
14 Years 8 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

It aims to provide long-term capital appreciation & income generation by primarily investing in equity and equity related instruments of companies in the Finance, Retail & Entertainment sector.

Current Asset Allocation (%)

Indicators

Standard Deviation 12.46
Sharpe Ratio 1.04
Alpha -0.47
Beta 0.78
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option 14-09-2009 34.77 33.44 20.63 21.47 18.34
Nippon India Consumption Fund-Growth Plan-Growth Option 30-09-2004 39.89 36.0 25.05 24.86 15.2
ICICI Prudential Bharat Consumption Fund - Growth Option 09-04-2019 39.33 31.32 23.52 19.39 -
Mahindra Manulife Consumption Fund- Regular Plan - Growth 13-11-2018 36.58 33.38 19.98 17.33 -
BARODA BNP PARIBAS India Consumption Fund - Regular Plan - Growth Option 07-09-2018 34.64 31.7 19.99 21.21 -
SBI Consumption Opportunities Fund - Regular - Growth 14-07-1999 34.25 33.49 25.64 22.44 17.64
Tata India Consumer Fund-Regular Plan-Growth 05-12-2015 34.18 34.01 20.42 19.82 -
UTI India Consumer Fund - Regular Plan - Growth Option 30-07-2007 33.54 28.55 17.58 17.64 12.36
Mirae Asset Great Consumer Fund - Regular Plan - Growth option 29-03-2011 33.41 34.41 22.09 20.86 17.62
Aditya Birla Sun Life India Gennext Fund-Growth Option 05-08-2005 32.39 30.17 19.33 19.73 18.02

Scheme Characteristics

Minimum investment in equity & equity related instruments of a particular sector/ particular theme - 80% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

19.55%

Others

4.86%

Large Cap

58.15%

Mid Cap

17.44%

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